SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 639 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $292,320 | -93.8% | 3,946 | -93.6% | 0.00% | -100.0% |
| Q1 2024 | $4,695,184 | -82.9% | 61,795 | -84.2% | 0.00% | -80.0% |
| Q4 2023 | $27,499,049 | +4030.2% | 392,283 | +3697.9% | 0.01% | – |
| Q3 2023 | $665,807 | -38.9% | 10,329 | -36.4% | 0.00% | – |
| Q2 2023 | $1,089,072 | -55.1% | 16,233 | -56.1% | 0.00% | -100.0% |
| Q1 2023 | $2,426,132 | -29.4% | 36,995 | -28.9% | 0.00% | 0.0% |
| Q4 2022 | $3,435,483 | +153888.5% | 52,037 | +36.5% | 0.00% | 0.0% |
| Q3 2022 | $2,231 | +34.1% | 38,123 | +43.0% | 0.00% | – |
| Q2 2022 | $1,664 | -100.0% | 26,660 | -44.7% | 0.00% | -100.0% |
| Q1 2022 | $3,441,000 | +422.2% | 48,199 | +393.2% | 0.00% | – |
| Q3 2021 | $659,000 | -69.8% | 9,773 | -69.4% | 0.00% | – |
| Q2 2021 | $2,184,000 | -8.4% | 31,940 | -12.6% | 0.00% | -100.0% |
| Q1 2021 | $2,385,000 | -42.1% | 36,540 | -53.7% | 0.00% | 0.0% |
| Q3 2020 | $4,117,000 | +173.2% | 78,891 | +131.8% | 0.00% | 0.0% |
| Q1 2020 | $1,507,000 | -95.6% | 34,034 | -94.3% | 0.00% | -90.0% |
| Q3 2019 | $34,038,000 | +6734.9% | 600,000 | +6657.5% | 0.01% | – |
| Q2 2019 | $498,000 | -98.0% | 8,879 | -98.1% | 0.00% | -100.0% |
| Q1 2019 | $25,505,000 | +1460.9% | 465,930 | +1116.1% | 0.01% | +700.0% |
| Q3 2014 | $1,634,000 | -60.4% | 38,315 | -61.7% | 0.00% | 0.0% |
| Q1 2014 | $4,127,000 | +8.1% | 100,135 | -5.1% | 0.00% | 0.0% |
| Q2 2013 | $3,819,000 | – | 105,501 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |